How We Work With You

Thursday, May 1, 2014

Our roots run deep in the nonprofit community, with relationships built over decades. That experience has allowed us to build unmatched expertise in helping nonprofits achieve their missions as effectively, and with as much impact, as possible.

How Can We Help?

You can create a nonprofit fund with SVCF. We will manage your assets and reserves to ensure that you continue to serve our region for years to come. Our investment capabilities give you access to world-class financial and investing expertise that otherwise might be unavailable.

Or we can provide a wide range of support options and Customized Philanthropy Services to help you with everything from grantmaking to a complete outsourced back-office solution. Customize services to receive exactly the support you need — technical assistance, fund development, training and assistance with complex gifts — all with hands-on, personal attention from our team.

SVCF is proud to work with local nonprofits and offer our planned giving expertise. One way we do this is by working in partnership with a nonprofit that has a donor interested in setting up a Charitable Gift Annuity (CGA) to benefit the organization. SVCF is licensed to establish CGAs for California annuitants. We will help your organization set up one of these vehicles free of charge and only require that a portion of the residuum be shared with SVCF at the end of the CGA contract.

Advantages of working with SVCF:

Risk is dispersed in a pool of many contracts.

We provide marketing assistance and have created co-branded materials for you to share with your donors.